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Sundaram Mutual Fund · Equity: Flexi Cap
Sundaram Flexicap Fund Regular Growth
An open ended scheme investing in a dynamic mix of equity and equity related instruments across large cap, midcap and small cap stocks
Benchmark · NIFTY 500 TRITER · 2.03%Inception · 06-09-2022
NAV
₹14.07
+0.95% · as of 14-05-2026
Since inception
9.67%
CAGR
Benchmark (inception)
12.11%
CAGR
Fund size
₹20 Cr
AUM
Expense ratio
2.03%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +9.67% CAGR vs benchmark +12.11%.
Portfolio
Where the money is invested
Top holdings
HDFC BANK LIMITED EQ NEW FV RE. 1/-6.88%
ICICI BANK LIMITED EQ NEW FV RS. 2/-5.93%
RELIANCE INDUSTRIES LIMITED EQ4.43%
AXIS BANK LIMITED EQ NE FV RS. 2/-4.23%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-4.04%
STATE BANK OF INDIA EQ NEW RE. 1/-3.84%
INFOSYS LIMITED EQ FV RS 53.66%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-3.12%
Kotak Mahindra Bank Limited2.91%
ULTRATECH CEMENT LIMITED EQ2.47%
Sector allocation
Financial Services29.68%
Information Technology9.49%
Capital Goods8.35%
Oil, Gas & Consumable Fuels7.99%
Fast Moving Consumer Goods5.68%
Automobile and Auto Components5.42%
Consumer Services5.28%
Healthcare5.13%
Construction Materials4.61%
Telecommunication4.04%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 9.7% p.a.₹10,000
10 years
Projected value
₹20,26,378
Invested: ₹12,00,000
Gained: ₹8,26,378
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
B
Bharath S, Dwijendra Srivastava, Shalav Saket
Manager since fund inception data not available
ISIN & identifiers
AMFI code
150568
ISIN (Growth)
INF903JA1LB8
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Flexi Cap funds
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